Events & Presentations
Cody, Cody & McCarthy regularly hosts client seminars on a variety of estate planning topics to answer common questions and address concerns most clients have on the issue.
If you would like more information, or would like to be alerted to new seminars, presentations or events, please contact us by clicking here.
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Cody, Cody & McCarthy in the News
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News Archive
Newsletters & Publications
Cody, Cody & McCarthy publishes a quarterly newsletter as a resource to help keep our clients informed of new trends in planning and to alert them to changes in the law that might affect their planning.
Feel free to download the articles below* and sign up here to receive updates.
Client Newsletters
- Volume Issue , - Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth
- Volume Issue , - Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans
- Volume Issue , - One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times
- Volume Issue , - One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times
- Volume Issue , - How to Jumpstart Your Clients’ Year-End Planning
- Volume Issue , - End the Year on a High Note with Up-To-Date Trust-Based Estate Planning
Wealth Advisor Newsletter Archive
*Adobe PDF software is required to view these newsletters. Please click here for a free download of the most current version of the software.
